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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,489 | $165,399-6.6% | $149,745+3.2% | $158,982-2.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.02% | 348.34%-336.3pp | 276.72%-264.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $3,796 | $5,105-25.6% | $4,646-18.3% | $4,763-20.3% |
| Participant deferral / active EE | $9,812 | $7,183+36.6% | $6,843+43.4% | $5,983+64.0% |
| Admin fee / account holder | $5,344 | $10,811-50.6% | $9,312-42.6% | $11,252-52.5% |